Filed February 5, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,876 | $57,354+199.7% | $83,848+105.0% | $64,186+167.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 14.17% | 11.38%+2.8pp | 850.88%-836.7pp | 7.63%+6.5pp |
| Employer contribution / active EE | $11,311 | $2,545+344.4% | $3,631+211.5% | $2,381+375.1% |
| Participant deferral / active EE | $4,724 | $2,993+57.8% | $4,082+15.7% | $3,470+36.1% |
| Admin fee / account holder | $12,065 | $4,046+198.2% | $5,478+120.2% | $4,888+146.8% |